AI case study

Altamont Capital PartnersInvestment research

Associates spent hours manually synthesizing broker reports. A vertical LLM now generates instant summaries grounded in public data.

Published|9 months ago

The story

Context

A Silicon Valley private equity firm with over 60 investment professionals targets middle-market companies across the manufacturing, healthcare, and consumer sectors.

Challenge

Investment associates struggled to quickly synthesize insights from broker reports across diverse industries, leading to inefficient manual research...

Solution
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Scope & timeline

  • 300% increase in platform engagement

Quotes

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The company

Altamont Capital Partners logo

Altamont Capital Partners

altamontcapital.com

Private equity firm investing in and scaling middle-market companies.

IndustryFinancial Services
LocationPalo Alto, CA, USA
Employees11-50
Founded2010

The AI provider

AI-powered market intelligence and search platform for business professionals.

IndustrySoftware & Platforms
LocationNew York, NY, USA
Employees1K-5K
Founded2011

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